Job Description
Guardian Compliance Solutions – Ipswich QLD
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Our client, a well established and growing wealth advisory firm located in the heart of Ipswich, is seeking a highly skilled and experienced Senior Financial Adviser to manage and service an existing portfolio of engaged clients. This is a rare opportunity to inherit an existing client base while working in a professional firm renowned for its client centric, down to earth approach and fantastic culture!
About the Business n
Our client has built a strong reputation for providing comprehensive and holistic financial advice to their loyal and expanding client base. They pride themselves on fostering long-term relationships and delivering tailored solutions to meet their clients' needs. With a true collaborative culture and a passion for excellence, this is an ideal place to hang your hat and call home.
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We see plenty of firms looking for advisers, but opportunities in a business like this - do not come along often.
About the Role n
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Manage an existing portfolio of clients, supported by organic internal leads.
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Provide exceptional service to engaged clients and concentrate on what a true Adviser role should be.
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Be supported by engaged and experienced Paraplanners, Clients Service
Officers/Administrators.
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About You n
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At least 5 years of experience as a Financial Adviser with a strong understanding of holistic financial planning.
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Experience with XPLAN (desired).
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Exceptional verbal and written communication skills.
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High attention to detail, excellent organisational skills and the ability to multi-task.
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A motivated team player who thrives in a team-oriented environment, with great people skills.
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Proven capability to establish and nurture strong connections with both clients and stakeholders.
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What's on Offer n
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A very competitive remuneration package, commensurate with experience.
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Open to WFH flexibility after successful completion of probation.
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A well structured support system, including administrative and paraplanning assistance.
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The chance to be a part of a happy, supportive, passionate and down to earth team.
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Location n
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This role is based in Ipswich.
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